Strategic Alliance Mack, Roberts & Co. merged with CliftonLarsonAllen (CLA) to expand capabilities and geographic reach, presenting an opportunity to cross-sell CLA’s broader services to their private business client base while leveraging existing client trust.

Private Business Focus With a long-standing emphasis on private businesses and their owners, there is potential to introduce CLA’s services such as succession planning, capital advisory, and risk management to clients seeking growth and exit strategies.

Growth Footprint Operating from Portland with a Seattle affiliate, the combined entity can target cross-regional Northwest market opportunities, aligning services to mid-market firms that require scalable accounting, tax, and advisory support.

Mid‑Market Upsell Revenue range suggests a mid-market customer profile that can benefit from CLA’s expanded resources, technology, and industry specialists for value-added services beyond traditional bookkeeping.

TechModernization Current tech stack listed as jQuery indicates opportunities to modernize client-facing portals and analytics with CLA’s broader tech toolkit, enabling enhanced virtual services and automations for clients.